Broker Check

Products & Services

 We provide assistance in the following areas:

Investments*

  • Common Stocks
  • Mutual Funds
  • Exchange Traded Funds

Bonds*

  • Corporate
  • Governments & Municipal
  • Bond Funds

Retirement Accounts*

  • IRAs
  • Traditional
  • Roth
  • SEP IRAs
  • Simple IRAs
  • 401(K) plans
  • 403(b) plans
  • Profit Sharing plans

Financial Planning*

  • Retirement Planning
  • Social Security Planning
  • Estate Planning
  • College Planning
  • Business Management Consulting
  • Cash Flow Planning

Education Planning*

  • Section 529 plans
  • Educational Savings Accounts

Insurance

  • Life
  • Disability Income
  • Long Term Care
  • Annuities

Tax Planning

  • Individual & Business Preparation and Planning
  • Corporate Tax
  • Audit Representation before the IRS and State
  • Multi state tax
  • Gift & Estate tax returns
  • Business startup & entity choice

Accounting & Payroll Service

  • Accounts Receivable
  • Accounts Payable
  • Bank Reconciliation
  • Merchant Credit Card Reconciliation
  • Sales tax reports
  • Various Industry specific reports

 






*These services offered by Susan Gilman through her affiliation with KMS Financial Services, Inc..